The Vierra Group is a member of UBS Institutional Consulting. We combine advantages of an attentive "boutique" structure with the vast resources of a leading global financial firm. Our institutional clients include privately and publicly owned corporations in the plan types of 401(k), 403(b), Pension Plans and Deferred Compensation Plans. We draw upon our experience and knowledge in addressing sensitive plan fiduciary issues relating to investments, education, compliance, and governance. With participants, we offer customized, individual financial education and planning.
Roger brings more than thirty years of experience in providing publicly-traded and privately-held organizations with fiduciary institutional consulting services, including qualified and non-qualified retirement plan asset management and monitoring, and plan design and benchmarking. His team also provides institutional-quality investment planning and advice to wealthy executives, small business owners and other affluent investors.
A Certified Investment Management Analyst, Roger focuses much of his work on providing institutions with asset allocation modeling and recommendations to optimize portfolio performance while reducing associated risk and expense. Hallmarks of his team's institutional focus includes providing plan fiduciaries with support, education and guidance and providing plan participants with targeted investment education.
Roger earned a B.A. in business administration from Rollins College in Winter Park, FL, as well as an M.B.A. in finance and marketing from that institution's Crummer Graduate School of Business. He holds Series 7, 63 and 65 securities licenses.
Roger was ordained a permanent deacon for the Archdiocese of Boston in October 2015. He and his wife of thirty years, Maryann, have three daughters, Erin, a graduate of the University of Virginia, Darci, a graduate of Providence College, and Kristi, a high school student.
AZ, CO, FL, GA, IA, IL, IN, KS, MA, ME, NH, NJ, NM, NY, PA, RI, TX, VA
Jesse K. Masterson, CIMA®, CRPS®
Jesse K. Masterson is a Senior Retirement Plan Consultant for UBS Financial Services. He has worked with the Vierra Group, both at Bear Stearns & Co. and UBS. Jesse is a graduate of Boston University's School of Management with a concentration in Finance. Jesse holds his Certified Investment Management Analyst designation (CIMA®) and is a Chartered Retirement Plan Specialist (CRPS®). In addition, Jesse has his Series 7, 63, 65, and Life Insurance Licenses. He lives with his wife, daughter, son, and dog in Milton, MA.
Jesse helps design, implement and service retirement plans for publicly traded and privately held organizations and their employees. He also provides companies with corporate cash account services and tactical allocation for their investment accounts.
An important aspect of retirement plan implementation is the design and distribution of educational seminars and materials for plan sponsors, their administering staff and plan participants. Jesse develops and executes several programs and processes to assist plan fiduciaries in the management of their corporate retirement plans, including speaking engagements in conjunction with industry experts to address the latest regulations and working through fiduciary checklists and guidelines. Jesse also develops and presents retirement and other planning-related seminars for all plan participants—from pre-retirees to newly enrolled personnel—and helps coordinate education efforts across multiple employee locations when needed.
Jesse and his wife, Heather, and children, Ella and Jackson, live in Milton, MA. His pursuits include skiing, running and basketball.
Vice President - Wealth Management
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Christopher Spellman provides participant education for our group. Chris leads all conversations with a comprehensive planning approach. It helps him learn all he can about you and your participants so he can address the most important priorities. What's more, if circumstances change over time, or new opportunities arise, Chris can adjust the plan to ensure it is on track.
With over 20 years of experience in the financial services industry, Chris understands the unique challenges 401(k) plan participants face. His goal is to help reduce plan participants stress around all financial matters. He helps clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:
- Complimentary, confidential, comprehensive financial plans for all participants
- Strategies for managing retirement income & expenses
- Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401Ks and rollovers from retirement plans.
- Strategies for navigating Social Security and Medicare
- Legacy and business succession plans
- Strategies for managing financial risk, including life insurance, long term care and annuities.
AZ, CT, FL, GA, MA, ME, NC, NH, NM, NY, RI, SC, TX, VT